Advanced filter which support more character or excel file
Hi Team,
We have the ZoHo enterprise version, and we have around 137K records in the lead module and it is increasing day by day. We have created one custom field called "Device Serial Number", Each record has a unique device serial number. as you can see in the below picture.
So the Main requirement begins here:
As per our business requirements, I get one CSV/excel file which as some device serial number, usually around 50k to 30k on average. I need to fetch all the contact details (Email / Mobile) and other details from the ZoHo. Now, the problem is no filter in the ZoHo where we can copy and paste 50k or 30k device serial numbers and export that record. We are stuck with this limitation and limited filter issue.
Our main purpose to do this thing is to send out an email to that user through Mailchimp. To avoid this problem we used the trial version of the ZoHo campaign as well. While creating a new segment in the ZoHo campaign we are getting a filter field and it is supporting 800 Device serial numbers in that filter field, which is a good number but not enough as we have around 30k to 50k device serial numbers.
As a user, I believe that there should be an option where we can filter a large amount of data and export it as a CSV file. I am sure that the ZoHo developer can build something like this.
- It would be great if the ZoHo developer can build something that we can copy and paste unlimited characters in the filter field
- or we can upload a file with the device serial number and fetch that record.
- The more imp thing is we can export that data in CSV or excel.
- If this thing is possible in ZoHo Campaign then we are happy to move from Mailchimp to ZoHo Campaign.
Currently, I am trying to achieve this thing through ZoHo analytics, and the good thing is I am able to copy and paste 30k Device serial numbers and filter out that data.
But when I am trying to export or click on anywhere such as "go to the last record", "Rows count" or trying to export I am getting below error.
It would be great if we get this function in CRM.
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Akshay Patel
Ashwinth Shekar
Sticky Posts
How to Add Users to your Organization in ZohoMail?
A better clarity so you can create other users to start using Zoho Mail. You can directly Add Users from the Control Panel to your Organization. You can invite users with the existing email address. If the person (user) already uses ZohoCRM, then you can import users from Zoho CRM. You can also import them using a .csv file. (if you are planning to add them in Bulk) In this topic, We will be discussing on how to Add and Invite users only. The Import options are self explanatory. ____________________________________________________________________________________________________________
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho DataPrep Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho WorkDrive Resources
Zoho Campaigns Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー